Ever Source Wealth Advisors, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 352 shares of MINT stock, worth $35,414. This represents 0.0% of its overall portfolio holdings.
Number of Shares
352
Previous 424
16.98%
Holding current value
$35,414
Previous $42,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding MINT
# of Institutions
705Shares Held
87.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY24.5MShares$2.46 Billion0.2% of portfolio
-
Morgan Stanley New York, NY7.86MShares$791 Million0.06% of portfolio
-
Assetmark, Inc6.7MShares$674 Million1.94% of portfolio
-
Wells Fargo & Company San Francisco, CA4.3MShares$433 Million0.1% of portfolio
-
Hb Wealth Management, LLC3.19MShares$321 Million3.46% of portfolio